See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,150 | $138,044-81.1% | $125,339-79.1% | $134,475-80.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.23% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,164 | $5,243-39.7% | $4,814-34.3% | $4,740-33.2% |
| Participant deferral / active EE | $7,611 | $7,799-2.4% | $7,446+2.2% | $6,400+18.9% |
| Admin fee / account holder | $39 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |